Valley Natl Bank 5.300 06/21/24 shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Valley Natl Bank 5.300 06/21/24 shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Valley Natl Bank 5.300 06/21/24
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All positions including Valley Natl Bank 5.300 06/21/24 held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Valley Natl Bank 5.300 06/21/24 by Encompass Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $50k | 50k | 1.00 |
2023-06-30 | $50k | 50k | 1.00 |